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The rule also shifts the definition of a fiduciary from the titles of the individuals giving investment advice to the types of services provided by the advice giver.

We know it’s difficult to focus on helping your clients reach their retirement goals while also keeping up and complying with ever-changing regulations. The more you can automate your organization’s compliance processes, the more you can focus on delivering value to your clients.

Informa Investment Solutions has a suite of solutions to help you manage and automate compliance processes that support your fee-based advisory model.

Control compliance at a user level by giving you the ability to set parameters for advisors and administration based on role

Access proposal creation history and a usage trail to monitor and improve your firm’s compliance process

Calculate and report monthly, quarterly or annual returns with and without fees for easy comparison and disclosure to your clients

About ​Us

For over forty years, Informa Investment Solutions has provided clients a full spectrum of back to front office applications and services. Our unique ability to provide investment professionals with customized systems, data, and services has made us the leading service provider in the marketplace.

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